+1,032.1%
ASX vs FTV
+90.8%
+941.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.8% |
| 7D | -0.7% | -4.5% | +3.8% | +1.8% |
| 30D | +2.0% | -7.1% | +9.0% | +6.3% |
| 3M | -1.3% | -7.2% | +5.8% | +2.5% |
| 6M | +71.4% | -1.5% | +72.9% | +72.1% |
| YTD | +135.3% | +3.5% | +131.9% | +126.6% |
| 1Y | +267.5% | +20.3% | +247.1% | +222.2% |
| 3Y | +388.5% | -3.1% | +391.6% | +383.9% |
| 5Y | +417.1% | +2.3% | +414.7% | +389.3% |
| 10Y | +872.7% | +76.3% | +796.4% | +591.0% |
| All | +1,032.1% | +90.8% | +941.4% | +696.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded FTV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling